AppFolio (NASDAQ: APPF) insider Form 3 shows 1,559 Class A shares in Roth IRA
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
APPFOLIO INC filed an initial insider ownership report showing a direct holding of Class A Common Stock. The filing lists 1,559 shares of Class A Common Stock held in a Roth IRA, indicating the reporting person’s starting ownership position, with no reported purchases, sales, or option exercises.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
APPFOLIO INC
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 1,559 shares (Direct)
Footnotes (1)
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Key Figures
Class A shares held: 1,559 shares
1 metrics
Class A shares held
1,559 shares
Directly held in a Roth IRA as reported on Form 3
Key Terms
Form 3, Class A Common Stock, Roth IRA
3 terms
Form 3 regulatory
"filed an initial insider ownership report"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
Class A Common Stock financial
"1,559 shares of Class A Common Stock held in a Roth IRA"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Roth IRA financial
"The Reporting Person holds 1,559 shares of Class A Common Stock in a Roth IRA."
A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.
FAQ
What does APPFOLIO INC (APPF) report in this Form 3 filing?
APPFOLIO INC reports an initial ownership position of Class A Common Stock. The filing shows 1,559 shares held in a Roth IRA, establishing the reporting person’s baseline holdings without indicating any recent purchase, sale, or derivative exercise activity.
Does this APPFOLIO INC (APPF) Form 3 show any insider buying or selling?
The filing does not report any insider buying or selling activity. It functions as an initial ownership statement, listing 1,559 Class A Common Stock shares in a Roth IRA, rather than documenting open-market transactions or option exercises by the reporting person.
What type of security is disclosed in APPFOLIO INC’s (APPF) Form 3?
The Form 3 discloses holdings of Class A Common Stock for APPFOLIO INC. It specifies that 1,559 shares are owned, held within a Roth IRA, providing transparency about the reporting person’s equity stake at the time of this initial ownership report.
Is the APPFOLIO INC (APPF) ownership in this Form 3 direct or indirect?
The Form 3 indicates direct ownership of the shares. It describes 1,559 shares of Class A Common Stock held in a Roth IRA, classifying the position as directly owned rather than through a separate entity or indirect ownership structure.